Registered Client Associate Salaries in Pennsylvania

Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence,…

Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization…

$61,880 - $92,560 a year

Strong client service & technical skills (MS Word & Excel and CRM). Professional or relevant internship experience in financial, banking, and/or insurance…

$45,000 - $55,000 a year

Strong client service & technical skills (MS Word & Excel and CRM). Professional or relevant internship experience in financial, banking, and/or insurance…

$45,000 - $55,000 a year